Documentation for Level of Need (LON) — Inventory for Client and Agency Planning (ICAP) Increase

The following documents must be submitted to the Health and Human Services Commission to support a change in the ICAP ratings and an increase in services and supports for a person in the Intermediate Care Facilities for Individuals with an Intellectual Disability or Related Conditions program, the Home and Community-based Services program or the Texas Home Living* program that warrants an increase in the level of need assignment.

  • Form 8603, Level of Need (LON) Review/Increase Cover Sheet
  • A cover letter addressing the following:
    • Reason the person’s ICAP score changed
    • Description of preventive or assistance measures implemented to address the change in the person’s functioning
  • Complete copy of the current ICAP response booklet and computer scoring sheet
  • Complete copy of the previous ICAP response booklet and computer scoring sheet
  • Any of the following that’s relevant and current within the past year:
    • Incident, injury and restraint reports documenting serious occurrences or attempts to exhibit targeted behavior that support the frequency and severity of the identified problem behavior and reflect staff interventions
    • Observation, progress notes or data sheets from home, residential and day programs
    • Psychological and psychiatric evaluations or updates
    • Any team or interim staffing, along with any professional assessments that discuss the changes in the person’s functioning which would support the changes noted in the adaptive functioning
    • Documents that would validate the new ICAP service level, such as an Independent Living or Basic Skills Assessment
  • The latest annual staffing and individual program plan (IPP) for the ICF/IID program or the person-directed plan and implementation plan for the HCS or TxHmL programs.

HHSC prefers to receive documents through the IDD Operations Portal but submissions can be made by mail or fax.

At enrollment, submit purpose code 2 Intellectual Disability/Related Condition assessment and the required supporting documents to HHSC Intellectual and Developmental Disability Program Eligibility and Support.

Contact Us

IDD Program Eligibility and Support
Mailing Address: 

Texas Health and Human Commission
IDD Program Eligibility and Support
Mail Code: W254
P.O. Box 149030
Austin, TX 78714-9030

Physical Address:
Texas Health and Human Commission
IDD Program Eligibility and Support 
Mail Code: W254
701 W. 51st St.
Austin, TX 78751

Fax: 512-438-4249
Do not fax more than 20 pages without prior approval from IDD PES. For questions, call 512-438-2484.

After enrollment, submit purpose code 3 or 4 Intellectual Disability/Related Condition assessments and the required supporting documents to HHSC IDD Waivers Utilization Review.

IDD Waivers Utilization Review
Mailing Address:;
Texas Health and Human Service Commission
IDD Waivers Utilization Review
Mail Code: W551
P.O. Box 149030
Austin, TX 78714-9030

Physical Address:
Texas Health and Human Services Commission
IDD Waivers Utilization Review
Mail Code: W551
701 W. 51st St.
Austin, TX 78751

Fax: 512-438-4249
Do not fax more than 20 pages without prior approval from IDD UR. For questions, call 512-438-5055.